# Eagle Capital Management

> Publicly sourced profile assembled by Optimly, in the Brand Index. Last refreshed 2026-11-08.

- **Brand record:** https://optimly.ai/brand/eagle-capital-management
- **Dataset:** https://optimly.ai/brand/eagle-capital-management.json
- **Markdown:** https://optimly.ai/brand/eagle-capital-management/llms.txt
- **Official website:** https://eaglecap.com
- **Slug:** eagle-capital-management
- **Categories:** fintech-financial-services

## Overview

- **Tagline:** Independent, employee-owned investment management firm specializing in long-term, high-conviction U.S. equity investing.
Source: Brand's website (https://eaglecap.com) · 2026-11-08

- **Description:** Eagle Capital Management applies a disciplined, fundamentally driven investment philosophy focused on buying undervalued companies with durable businesses, strong management teams, and long-term growth potential. The firm seeks to compound client capital at absolute, double-digit rates across market cycles.
Source: Brand's website (https://eaglecap.com) · 2026-11-08

## Identity

- **Mission:** To achieve superior long-term returns and provide the highest quality client service to its partners.
Source: Brand's website (https://eaglecap.com) · 2026-11-08

- **Founders & leadership:** Ravenel Curry III, Founder, Chairman & Co-CIO; Alec Henry, Managing CIO; Adrian Meli, President & Co-CIO; Michael Falcon, Chief Executive Officer; Chip Robie, Chief Operating Officer; Mark Robertson, General Counsel & Chief Compliance Officer; Ricky Balaban, Chief Financial Officer.
Source: Brand's website (https://eaglecap.com) · 2026-11-08

- **Website:** https://eaglecap.com
Source: Brand's website (https://eaglecap.com) · 2026-11-08

- **Voice & tone:** Disciplined, thoughtful, research-driven, patient, and conviction-led.
Source: Brand's website (https://eaglecap.com) · 2026-11-08

- **Founded:** 1988
Source: Brand's website (https://eaglecap.com) · 2026-11-08

- **Parent ownership:** Independent, 100% employee-owned partnership.
Source: Brand's website (https://eaglecap.com) · 2026-11-08

## Offerings

- **Problem solved:** Helping institutions and investors compound capital over the long term through concentrated, high-conviction equity investments and disciplined fundamental research.
Source: Brand's website (https://eaglecap.com) · 2026-11-08

- **Core capabilities:**
  - Fundamental, bottom-up equity research
  - Valuation and intrinsic-value analysis
  - Long-term concentrated portfolio construction
  - Investment management across market cycles
  - Client and fiduciary asset management
  - ETF and separately managed account offerings
Source: Brand's website (https://eaglecap.com) · 2026-11-08

- **Products / SKUs:**
  - Eagle Equity Strategy
  - Separately Managed Account
  - UCITS vehicle
  - Eagle Capital Select Equity ETF (EAGL)
Source: Brand's website (https://eaglecap.com) · 2026-11-08

## Audience

- **Target industry:** Investment management and financial services
Source: Brand's website (https://eaglecap.com) · 2026-11-08

- **Customer base:** Institutions and investors, including endowments, pensions, and family offices.
Source: Brand's website (https://eaglecap.com) · 2026-11-08

- **Ideal customer profile:** Institutions, family offices, and other investors seeking a long-term, concentrated U.S. equity strategy managed through fundamental research and value-oriented investing.
Source: Brand's website (https://eaglecap.com) · 2026-11-08

- **Use cases:**
  - Long-term institutional capital allocation
  - U.S. equity portfolio exposure
  - Concentrated high-conviction investing
  - Accessing Eagle’s investment philosophy through an ETF, SMA, or UCITS vehicle
  - Seeking long-term absolute returns across market cycles
Source: Brand's website (https://eaglecap.com) · 2026-11-08

- **Customer outcomes:**
  - Long-term capital compounding
  - Exposure to durable businesses selected through fundamental research
  - A concentrated portfolio of high-conviction ideas
  - Access to investment vehicles tailored to different investor needs
  - Dedicated fiduciary and client service support
Source: Brand's website (https://eaglecap.com) · 2026-11-08

Page last updated 2026-11-08.

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